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Source document· January 29, 2026

Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck

View original at finance.yahoo.com
Stock market today: S&P 500, Nasdaq fall as Microsoft leads tech lower with Apple earnings on deck US stocks fell Thursday but pulled back from a steeper tech-driven sell-off, as investors came away from megacap tech earnings fretting about AI spending…
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  • We're really moving into a future that is based on autonomy

    80% confidence
  • Power users of AI coding tools have seen their output increase by 80%

    80% confidence
  • We are now seeing a major AI acceleration

    80% confidence
  • AI is really an industrial story. As this data center rollout has happened, it's created structural demand for industrial-grade power solutions, and no company is really as well situated to drive that supply than Caterpillar

    80% confidence
  • The continued surge across metals, especially gold and silver, is entering a dangerous phase. The problem is volatility feeding on itself. As price swings intensify, liquidity thins.

    80% confidence
  • The fourth quarter capped an incredible year for us, as strong demand for our vacation experiences, coupled with strong execution by our teams, resulted in happy guests and robust financial results

    80% confidence
  • We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.

    80% confidence
  • Meta has seen a 30% increase in productivity from engineers due to adoption of AI coding tools since beginning of 2025

    80% confidence
  • The labor market had stabilized after a period of gradual cooling

    80% confidence
  • We expected Brent below $60/BBL by now and trending towards the low $50 range. Instead, geopolitical risk premium and physical supply losses have created a strong floor

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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